FINANCIAL PLANNING IS ALL ABOUT PEACE OF MIND. OUR FIRM STRIVES TO HELP OUR CLIENTS ENVISION, DEFINE AND REACH THEIR UNIQUE FINANCIAL GOALS.
Natural Bridges Financial Advisors LLC, based in downtown Santa Cruz, CA, is a fee-only financial planning firm serving Santa Cruz County, Silicon Valley and Monterey County.
We specialize in providing ongoing objective financial planning advice and investment management to help clients, build, manage, grow and protect their assets through life’s transitions.
Chris Wentzien is a CFP® Professional and Certified Public Accountant (CPA)
Jennipher Lommen is a CFP® Certificant and Registered Tax Preparer